In this episode, Hrutika and I talk about the race for visas and why I think there are early signs of an M&A turnaround…

In this episode, Ralph and I talk about ExxonMobil and its fixation on ESG investors as well as how global supply chains are changing to take into account potential geopolitical risks.

In this episode, Duncan and I talk about TikTok’s effect on apparel retailers and whether Ford’s plan to focus on smaller EVs is actually a good thing…

In this episode, Duncan and I talk about a major development in sports streaming and how Japanese convenience store operator Lawson is getting a new backer!

In this episode, Duncan and I talk about the result of the vote on SUV parking charges in Paris (this COULD have big implications down the line!) and why Microsoft’s AI news idea SOUNDS good but may be tricky to pull off…

In this episode, Ralph and I talk about AI and EVs and where they are in The Hype Cycle!

In this episode, Duncan and I talk about Ferrari’s continued success and why Parisians want to triple parking charges for SUV owners…

In this episode, LegalLiz and I talk about what it means when countries impose sanctions on a practical basis and the implications of Evergrande’s liquidation (and what it means when companies go bust)…

In this episode, Duncan and I talk about Boohoo’s finance problems (and potentially whether it could become a target) as well as Temu trying to spend its way to beating Amazon in the US…

In this episode, Duncan and I talk about the impact of proposed security law changes in Hong Kong and what needs to be done about council finances to stop them going bust!